Style
Aggressive GrowthTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Proshares TR(SSO) | 1,104,915 | $76.6M | 30.41% |
| 2 | Schwab Strategic TR(FNDX) | 1,512,077 | $47.6M | 18.89% |
| 3 | Apple Inc(AAPL) | 104,563 | $34.8M | 13.82% |
| 4 | Advanced Micro Devices Inc(AMD) | 44,727 | $27.4M | 10.86% |
| 5 | Select Sector Spdr TR(XLK) | 99,949 | $19.6M | 7.77% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Nvidia Corporation(NVDA) |
| 53,640 |
| $12.3M |
| 4.86% |
| 7 | Meta Platforms Inc(META) | 11,130 | $8.1M | 3.20% |
| 8 | Broadcom Inc(AVGO) | 20,837 | $7.3M | 2.90% |
| 9 | Applied Matls Inc(AMAT) | 10,200 | $5.2M | 2.07% |
| 10 | Alphabet Inc(GOOGL) | 9,983 | $3.4M | 1.36% |
| Sector |
|---|
| Prev % |
|---|
| Curr % |
|---|
| Change |
|---|
| Communication Services | 3.71% | 4.86% | +1.15% |
| Technology | 36.12% | 35.42% | -0.7% |
| Unclassified | 59.32% | 58.85% | -0.47% |
| Consumer Cyclical | 0% | 0.09% | +0.09% |
| Financial Services | 0.63% | 0.6% | -0.03% |
| Consumer Defensive | 0.21% | 0.19% | -0.02% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 59.32% | 58.85% | -0.47% |
| Mega Cap | 37.74% | 39.96% | +2.22% |
| Large Cap | 2.24% | 0.56% | -1.68% |
| Small Cap | 0.48% | 0.46% | -0.02% |
| Mid Cap | 0.22% | 0.17% | -0.05% |
Quarter-over-quarter position changes